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Anand Rathi Advisors - IDEAA PMS vs Wave - Pure Alpha

Anand Rathi Advisors - IDEAA PMS

Wave - Pure Alpha

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Growth of ₹1 Crore

Anand Rathi Advisors - IDEAA PMS

Wave - Pure Alpha

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 6.9%

Anand Rathi Advisors - IDEAA PMS

14.7% • vol 17.5%

Wave - Pure Alpha

9.7% • vol 20%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.00%

−0.38%

6 Months

2.30%

6.45%

1 Year

14.70%

9.69%

3 Years

—

5 Years

—

Since Inception

11.00%

13.06%

Fund Age

16 mo

2 yrs 5 mo

AUM

₹82.94 Cr

₹23.84 Cr

Alpha – 1 Year

7.80%

4.97%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.53%

20.03%

Volatility – 3 Years

—

Beta – 1 Year

1.69

1.04

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.57

0.29

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.55%

−13.77%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

1% / 0% / 0%

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